Asset advisors
Asset Advisors
At Milestone Advisors, we develop consulting and asset management services that are thoroughly customized to the individual needs of each client.
We offer wealth, financial, and tax planning integrated with consolidated reports and personal cash flow solutions. Thus, our customers use their greatest asset – time, in projects that are really important to them.
Here, you have a comprehensive asset management platform in accordance with the highest standards of professionalism, integrity and efficiency.
- Evaluation and development of investment strategies suited to you, your profile, and interests
- Development, implementation, and strict compliance with the personalized Investment Policy Statement
- Setting goals and monitoring performance
- Account setup
- Consultancy for the dynamic management of family assets
- Rebalancing and reallocating investments when necessary
- Analysis and planning of options on different assets
- Coordinated and detailed documentation review;
- Execution of multi-generational strategies and planning and inheritance succession;
- Collaboration and coordination with specialists in Property Law to optimize legacies in successions, inheritances or donations;
- Review of certificates and the like, of the holder and beneficiaries;
- Fiduciary and trustee service management;
- Asset protection;
- Comprehensive asset management based on long-term planning
- Pension planning
- Income Planning – assessing current and future needs
- Planning for educational and academic training
- Expense planning and associated portfolio development
- Development of strategies for succession and retirement
- Engage the right resources at the right time
- Mitigate financial risks
- Identify possible exit strategies
- Assess fiscal implications of the transition
- Strategic planning of financial performance
- Interface with certified accountants and tax lawyers specialized in Property Law
- Efficient investment strategies in different tax spheres
- Efficient tax strategies for the various assets that make up the equity (financial, property, wealth, investment, pension planning)
- Determination of risk profile and expectations of capital performance
- Personalized investment concept with comprehensive allocation modeling
- Implementation of risk-return structures and asset class
- Constant monitoring of risks and opportunities
- Combination of correlated positions, with strategy and tactics
- Philanthropic and legacy strategies
- Monitoring of current legislation and proactive advice on qualified donations to different charities
- Strategic planning for education expenses;
- Development of economic strategies models;
- Discuss and recommend vehicles with tax advantages available;
- Recommend investment strategies adapted to the age and situation of individuals;
- Personalized consulting based on the family’s structure and situation;
Policy review and assessment of actuarial adequacy aiming:
- Most appropriate set of solutions and strategies
- Protection of beneficiaries
- Asset and income preservation